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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

501 hedge funds and large institutions have $5.5B invested in iShares MSCI EAFE Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 148 increasing their positions, 237 reducing their positions, and 74 closing their positions.

Holders
501
Holders Change
-13
Holders Change %
-2.53%
% of All Funds
10.3%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.66%
New
63
Increased
148
Reduced
237
Closed
74
Calls
$788K
Puts
$14.4M
Net Calls
-$13.7M
Net Calls Change
-$13.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$264M
2
RBA
2
Richard Bernstein Advisors
New York
$65.6M
3
Ameriprise
3
Ameriprise
Minnesota
$56.3M
4
Northern Trust
4
Northern Trust
Illinois
$52M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$63.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$574M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$384M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$138M
5
AC
5
Allstate Corporation
Illinois
$30M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
51
Radnor Financial Advisors
Pennsylvania
$14.2M 264,231 -2,359 -0.9%
EWA
52
Exencial Wealth Advisors
Oklahoma
$14M 260,803 -18,270 -7%
MIS
53
Morningstar Investment Services
Illinois
$13.8M 256,248 +38,703 +18%
CG
54
Colony Group
Massachusetts
$13.6M 254,473 -274,910 -52%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$13.4M 250,788 +7,780 +3%
BWM
56
Brickley Wealth Management
California
$13.3M 248,700 +148,574 +148%
FWCM
57
Ferguson Wellman Capital Management
Oregon
$12.7M 237,711 +15,608 +7%
BAMG
58
Brand Asset Management Group
Missouri
$12.7M 236,707 -8,873 -4%
Osaic Holdings
59
Osaic Holdings
Arizona
$12.5M 232,362 -91,976 -28%
PWAG
60
Polaris Wealth Advisory Group
California
$12.3M 227,431 +227,431 New
KP
61
Keel Point
Alabama
$12M 224,557 +62,771 +39%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$12M 223,614 +15,143 +7%
MWM
63
Mission Wealth Management
California
$11.6M 216,999 -123,286 -36%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$11.6M 216,507 +18,000 +9%
PFA
65
Pure Financial Advisors
California
$11.6M 215,538 -31,541 -13%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$11.1M 206,154 -21,254 -9%
MGIA
67
Moneta Group Investment Advisors
Missouri
$10.9M 203,842 -356,943 -64%
AAS
68
Avantax Advisory Services
Texas
$10.7M 199,284 -22,679 -10%
MWM
69
Merriman Wealth Management
Washington
$10.6M 198,387 +184,274 +1,306%
CL
70
Choreo LLC
Illinois
$10.3M 191,953 -35,760 -16%
OAM
71
Oppenheimer Asset Management
New York
$10.2M 189,657 -9,963 -5%
ECM
72
ETrade Capital Management
Virginia
$10.1M 189,151 -4,075 -2%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$9.97M 185,867 -241,517 -57%
GT
74
Glenmede Trust
Pennsylvania
$9.75M 181,927 +1,020 +0.6%
SWM
75
Shakespeare Wealth Management
Wisconsin
$9.7M 180,805 +4,134 +2%
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